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Financial Report of Fashion Retailers 2024: Results & Analysis

The media and Telegram channels are actively discussing the financial results of the largest Russian fashion retailers for 2024. We have consolidated the key figures into one table and analyzed the current state of the market.


At once, let me clarify that we did not set out to analyze the results of the entire market, so many of the largest companies are not included in this table. However, overall, the picture is quite representative.

The total revenue of the companies presented in the table amounts to 0.7 trillion rubles, compared to the estimated total market size of fashion goods in Russia in 2024: 3.8–4.3 trillion rubles. Thus, the combined share of these companies is roughly one-fifth of the entire market.


Let’s look at the results (source — various media):

Brand (Legal entity)

Revenue, bln RUB (2024)

Revenue dynamics

Gross profit, bln RUB

Net profit, bln RUB (2024)

Profit dynamics

Sportmaster (LLC “Sportmaster”)

170,8

7%

-

12,2

-47%

Kari (LLC «Kari»)

96

2,40%

-

-0,329

Loss instead of 5.7 bln in 2023

JSC “Melon Fashion Group” (MFG)

81,88

33%

45,85

10

+42%

FES Retail

58

6%

23

0,223

5%

Gloria Jeans (JSC “Gloria Jeans Corporation”)

57,5

-14%

-

1,6

-75%

Familia

55,5

5,60%

-

1,9

Decrease by 2 times

Rendez-Vous (LLC «Randevu»)

37

9%

-

0,743

-42%

Lime (LLC «Stil trade»)

34,4

66%

19,8

2,05

-7%

Maag, Dub, Ecru и Vilet (JSC «Novaya moda»)

28

33%

-

-0,665

Loss reduced 8x

Henderson (LLC «Tami & co»)

20,8

24,2%

-

-

-

Твое (LLC «Tvoe»)

17

No change

-

-0,372

Loss instead of 0.678 in 2023

Ekonika (LLC «Esperans»)

16

+23% (from 13 bln)

11,8

2,7

-1%

Zenden

15,7

+6,8% (from 14,7 bln)

-

-1,6

Loss instead of 0.5 in 2023

12Storeez

12

12%

-

0,238

-60%

Elis (JSC «Elis fashion Rus»)

5,5

-2%

-

0,086

-65%

After a very successful year for many retailers in 2023, in 2024 companies continued to increase turnover in nominal monetary terms. However, adjusted for inflation or in physical terms, this growth looks less impressive. Moreover, profitability problems began to emerge. We already mentioned the cost pressure on the industry, which became tangible in 2024 and will likely intensify in 2025.


Companies such as Kari, Maag/Dub/Ecru/Vilet (although here losses are shrinking, indicating a positive trend), Tvoe, and Zenden have become unprofitable. The latter company, in addition to financial difficulties, faces further problems: tax claims and the founder and owner being recognized as a foreign agent.


It can be confidently assumed that next year revenue growth rates will slow down, partly due to fewer new store openings and partly due to limited demand. Profits are likely to continue to decline, which may lead to an increase in the number of unprofitable companies and new bankruptcies. Already today, Incity, Orby, Ralf Ringer, Noun, and Zenden are either undergoing bankruptcy proceedings or on the verge.


Against this backdrop, MFG stands out with its success — one of the few companies that managed to grow both revenue and profit.


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